JP Morgan Chase
TWFG

JP Morgan Chase’s TWFG Inc TWFG Stock Holding History

JP Morgan Chase’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,903
Closed -$242K – 7788
2025
Q2 		$242K Sell
6,903
-20,495
-75% -$683K ﹤0.01% 5146
2025
Q1 		$847K Buy
27,398
+14,083
+106% +$423K ﹤0.01% 4462
2024
Q4 		$410K Buy
+13,315
New +$414K ﹤0.01% 5145

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase's TWFG Position: Q3 2025 in Review

JP Morgan Chase sold out of TWFG Inc (TWFG) in Q3 2025, closing a stake of 6,903 shares — an estimated $242K sold.

JP Morgan Chase first reported a position in TWFG in Q4 2024 and held it in 3 quarters. The position peaked at $847K in Q1 2025. 67 funds tracked by Wall St. Rank hold TWFG as of Q3 2025.

  • JP Morgan Chase reported no remaining TWFG Inc position as of Q3 2025 after selling out during the quarter.
  • JP Morgan Chase sold 6,903 TWFG Inc shares in Q3 2025, an estimated $242K.
  • JP Morgan Chase first reported a position in TWFG Inc in Q4 2024 and held it in 3 quarters.
  • JP Morgan Chase's TWFG Inc position peaked at $847K in Q1 2025.
  • 67 funds tracked by Wall St. Rank held TWFG Inc as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.